Advisors Assistant vs. Sugar Sell (SugarCRM)
| Product | Rating | Most Used By | Product Summary | Starting Price |
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 Advisors Assistant | Score6 out of 10 | N/A | Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego. | N/A |
 Sugar Sell (SugarCRM) | Score5.2 out of 10 | N/A | Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued. | $19 per month per user (3 users minimum, billed annually) |
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Sales Force Automation |
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| Customer Service & Support |
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| Marketing Automation |
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| CRM Project Management |
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| CRM Reporting & Analytics |
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| Customization |
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| Security |
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| Advisors Assistant | Sugar Sell (SugarCRM) | |
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| Likelihood to Recommend | - | 2.0 |
| Likelihood to Renew | - | 8.2 |
| Usability | - | 3.0 |
| Availability | - | 10.0 |
| Performance | - | 10.0 |
| Support Rating | - | 9.1 |
| In-Person Training | - | 9.0 |
| Online Training | - | 8.0 |
| Implementation Rating | - | 9.0 |
| Configurability | - | 10.0 |
| Ease of integration | - | 10.0 |
| Product Scalability | - | 9.0 |
| Vendor post-sale | - | 9.0 |
| Vendor pre-sale | - | 9.0 |